ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 848 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $481,837 | -2.6% | 7,042 | +0.3% | 0.05% | -7.4% |
| Q2 2023 | $494,770 | +10.3% | 7,020 | 0.0% | 0.05% | +12.5% |
| Q1 2023 | $448,508 | -3.6% | 7,020 | -11.7% | 0.05% | -9.4% |
| Q4 2022 | $465,075 | +33.3% | 7,950 | +31.7% | 0.05% | +29.3% |
| Q3 2022 | $349,000 | -4.1% | 6,038 | 0.0% | 0.04% | +7.9% |
| Q2 2022 | $364,000 | -28.8% | 6,038 | -9.7% | 0.04% | -17.4% |
| Q1 2022 | $511,000 | -7.8% | 6,686 | +1.1% | 0.05% | +9.5% |
| Q4 2021 | $554,000 | +11.2% | 6,616 | +4.2% | 0.04% | +2.4% |
| Q3 2021 | $498,000 | -1.4% | 6,351 | -8.5% | 0.04% | -2.4% |
| Q2 2021 | $505,000 | +9.1% | 6,944 | -2.4% | 0.04% | 0.0% |
| Q1 2021 | $463,000 | +10.0% | 7,112 | +7.8% | 0.04% | +2.4% |
| Q4 2020 | $421,000 | +30.7% | 6,600 | +18.4% | 0.04% | +13.9% |
| Q3 2020 | $322,000 | -6.7% | 5,572 | +235.1% | 0.04% | -12.2% |
| Q2 2020 | $345,000 | -8.0% | 1,663 | -26.8% | 0.04% | -22.6% |
| Q1 2020 | $375,000 | -57.2% | 2,272 | -49.8% | 0.05% | +15.2% |
| Q4 2019 | $876,000 | +20.7% | 4,526 | +12.3% | 0.05% | -53.5% |
| Q3 2019 | $726,000 | +165.9% | 4,029 | +164.2% | 0.10% | +26.9% |
| Q2 2019 | $273,000 | -2.2% | 1,525 | -5.9% | 0.08% | +5.4% |
| Q1 2019 | $279,000 | +18.2% | 1,620 | +3.5% | 0.07% | +5.7% |
| Q4 2018 | $236,000 | -13.6% | 1,565 | +1.6% | 0.07% | -11.4% |
| Q3 2018 | $273,000 | -1.4% | 1,540 | -8.9% | 0.08% | -16.0% |
| Q2 2018 | $277,000 | +5.7% | 1,691 | 0.0% | 0.09% | +10.6% |
| Q1 2018 | $262,000 | -10.6% | 1,691 | -12.0% | 0.08% | -8.6% |
| Q4 2017 | $293,000 | +2.8% | 1,922 | -3.3% | 0.09% | -13.9% |
| Q3 2017 | $285,000 | – | 1,987 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 697,179 | $47,700,976 | 41.21% |
| Foundation Wealth Management, LLC | 360,743 | $24,681,275 | 24.67% |
| Quantitative Strategies, Inc. | 431,852 | $29,547,330 | 19.88% |
| Praetorian Wealth Management, Inc. | 667,075 | $45,641,271 | 14.51% |
| TRIAD FINANCIAL ADVISORS, INC. | 552,859 | $37,826,618 | 13.32% |
| FINANCIAL LIFE ADVISORS | 443,157 | $30,320,817 | 13.05% |
| Sterling Investment Counsel, LLC | 332,429 | $22,744,762 | 13.03% |
| INSTRUMENTAL WEALTH, LLC | 155,022 | $10,898,049 | 12.73% |
| LVZ, Inc. | 1,105,700 | $75,651,998 | 12.20% |
| ShoreHaven Wealth Partners, LLC | 252,414 | $17,270,132 | 11.88% |